Palihapitiya values SpaceX's Starlink as the most important internet infrastructure project since the internet itself.
“So what am I buying? Well, I'm buying probably the most important Internet infrastructure project that's happened since the Internet itself.”
“As of today, let’s assume 99% of all code written on the internet is still human written and 1% is agentic. That means 99% of code is sloppy and error ridden. Humans make errors that agents don’t. As agentic code replaces human code, both the error rates and security https://t.co/mZ2Aa0d1ZS”
Palihapitiya calls AI disclosure requirements virtue signaling, compares to not disclaiming reading sources
“@Jason This is a dumb new form of virtue signaling. Do you disclose every article you’ve ever read that gives you an opinion when you spout off on X? No. This is how AI also works. He might as well disclaim the entire internet and every written word. If he puts his name behind it,”
Palihapitiya argues greatest AI margins will eventually flow to those closest to end users
“We know from the desktop and Internet eras that the economics started similarly and then flipped - the greatest margins were ultimately from those closest to the end user. The question is not if this will happen again in AI but when. https://t.co/O8wFcJ6Dj1”
Palihapitiya argues greatest AI margins will eventually flow to those closest to end users
“We know from the desktop and Internet eras that the economics started similarly and then flipped - the greatest margins were ultimately from those closest to the end user. The question is not if this will happen again in AI but when. https://t.co/O8wFcJ6Dj1”